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Montag & Caldwell’s Aramark ARMK Stock Holding History

Montag & Caldwell’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,406
Closed -$264K – 79
2019
Q3 		$264K Sell
8,406
-8,045
-49% -$226K 0.01% 68
2019
Q2 		$428K Sell
16,451
-889,472
-98% -$20.8M 0.02% 56
2019
Q1 		$19.3M Sell
905,923
-811,983
-47% -$18.2M 1.01% 35
2018
Q4 		$35.9M Buy
1,717,906
+89,455
+5% +$2.32M 1.96% 26
2018
Q3 		$50.6M Buy
+1,628,451
New +$47.6M 1.97% 27

Other funds holding ARMK

MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Montag & Caldwell's ARMK Position: Q4 2019 in Review

Montag & Caldwell sold out of Aramark (ARMK) in Q4 2019, closing a stake of 8,406 shares — an estimated $264K sold.

Montag & Caldwell first reported a position in ARMK in Q3 2018 and held it in 5 quarters. The position peaked at $50.6M in Q3 2018. 338 funds tracked by Wall St. Rank hold ARMK as of Q4 2019.

  • Montag & Caldwell reported no remaining Aramark position as of Q4 2019 after selling out during the quarter.
  • Montag & Caldwell sold 8,406 Aramark shares in Q4 2019, an estimated $264K.
  • Montag & Caldwell first reported a position in Aramark in Q3 2018 and held it in 5 quarters.
  • Montag & Caldwell's Aramark position peaked at $50.6M in Q3 2018.
  • 338 funds tracked by Wall St. Rank held Aramark as of Q4 2019.

Based on Montag & Caldwell's 13F filing for Q4 2019, filed 3 Feb 2020.